A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 51,279 shares of AVUS stock, worth $4.95 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
51,279
Previous 49,562 3.46%
Holding current value
$4.95 Million
Previous $4.47 Million 9.17%
% of portfolio
0.94%
Previous 0.93%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$86.27 - $95.15 $148,125 - $163,372
1,717 Added 3.46%
51,279 $4.88 Million
Q2 2024

Aug 13, 2024

SELL
$84.59 - $90.63 $276,017 - $295,725
-3,263 Reduced 6.18%
49,562 $4.47 Million
Q1 2023

May 01, 2023

BUY
$67.42 - $74.29 $2,899 - $3,194
43 Added 0.08%
52,825 $3.74 Million
Q4 2022

Jan 09, 2023

BUY
$63.25 - $72.69 $2.13 Million - $2.44 Million
33,598 Added 175.14%
52,782 $0
Q3 2022

Oct 11, 2022

SELL
$62.35 - $74.13 $8.67 Million - $10.3 Million
-138,977 Reduced 87.87%
19,184 $1.2 Million
Q2 2022

Jul 20, 2022

BUY
$63.84 - $77.62 $10.1 Million - $12.3 Million
158,161 New
158,161 $10.3 Million

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.